CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,188
| Closed | -$407K | – | 203 |
|
|
2025
Q1 | $407K | Hold |
18,188
| – | – | 0.01% | 176 |
|
|
2024
Q4 | $409K | Hold |
18,188
| – | – | 0.01% | 171 |
|
|
2024
Q3 | $408K | Hold |
18,188
| – | – | 0.01% | 171 |
|
|
2024
Q2 | $406K | Hold |
18,188
| – | – | 0.01% | 171 |
|
|
2024
Q1 | $402K | Hold |
18,188
| – | – | 0.01% | 168 |
|
|
2023
Q4 | $399K | Hold |
18,188
| – | – | 0.01% | 171 |
|
|
2023
Q3 | $403K | Buy |
18,188
+4,000
| +28% | +$88.6K | 0.01% | 164 |
|
|
2023
Q2 | $628K | Sell |
14,188
-5,613
| -28% | -$248K | 0.02% | 147 |
|
|
2023
Q1 | $862K | Sell |
19,801
-355,873
| -95% | -$15.5M | 0.03% | 141 |
|
|
2022
Q4 | $16.3M | Buy |
375,674
+315,743
| +527% | +$13.7M | 0.61% | 38 |
|
|
2022
Q3 | $2.73M | Sell |
59,931
-15,524
| -21% | -$708K | 0.34% | 31 |
|
|
2022
Q2 | $3.44M | Buy |
75,455
+24,215
| +47% | +$1.1M | 0.14% | 67 |
|
|
2022
Q1 | $2.38M | Sell |
51,240
-43,422
| -46% | -$2.02M | 0.09% | 96 |
|
|
2021
Q4 | $4.42M | Buy |
+94,662
| New | +$4.42M | 0.16% | 66 |
|
|
2019
Q1 | – | Sell |
-161,362
| Closed | -$7.63M | – | 111 |
|
|
2018
Q4 | $7.63M | Buy |
161,362
+144,708
| +869% | +$6.84M | 0.76% | 31 |
|
|
2018
Q3 | $799K | Buy |
+16,654
| New | +$799K | 0.07% | 95 |
|
|
2017
Q1 | – | Sell |
-16,777
| Closed | -$810K | – | 132 |
|
|
2016
Q4 | $810K | Buy |
+16,777
| New | +$810K | 0.09% | 99 |
|